Creating a Procurement Request

The system calculates the totals for the items needed from the recipe when it is selected in a procurement request.

1. Navigate to Procurement→Requests→Create a Request.

2. Fill out the Bolded Required Fields: Bill to Department, Required Date & Receiving Area. Select “New.”

3. In the Details tab, select Recipes. 

4. In the Add Procurement Request Details screen, check the recipes you wish to add to the PR, then select “Enter Selected Lines”.

5. Enter the Order Quantity for the recipe, then select either "Enter Ingredients" or "Create Selected Lines."

• Enter Ingredients: The ingredient(s) will be added to the procurement request, allowing you to modify the amounts based on the recipe if needed.
• Create Selected Lines: The recipe(s) will be included in the procurement request as is.

6. Update the PR, the click Process and Finalize, then Finalize in the next pop-up screen. 

7. Once the procurement request has been finalized, the ingredients will be categorized for the ordering process based on the whole number ordering unit.

• Example: if the recipe called for 182 lb of Beef Ribeye Frozen, it will round up to the next whole number ordering unit (200 lb)